We are live on ! Find out more
AXP icon

American Express

2,748 hedge funds and large institutions have $193B invested in American Express in 2025 Q3 according to their latest regulatory filings, with 182 funds opening new positions, 1,018 increasing their positions, 1,037 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 182 | Existing positions closed: 104

22% more call options, than puts

Call options by funds: $3.18B | Put options by funds: $2.6B

1% more funds holding

Funds holding: 2,7092,748 (+39)

2% more capital invested

Capital invested by funds: $190B → $193B (+$3.51B)

2% less repeat investments, than reductions

Existing positions increased: 1,018 | Existing positions reduced: 1,037

1.32% less ownership

Funds ownership: 85.01%83.69% (-1.3%)

11% less funds holding in top 10

Funds holding in top 10: 10694 (-12)

Holders
2,748
Holders Change
+39
Holders Change %
+1.44%
% of All Funds
36.06%
Holding in Top 10
94
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-11.32%
% of All Funds
1.23%
New
182
Increased
1,018
Reduced
1,037
Closed
104
Calls
$3.18B
Puts
$2.6B
Net Calls
+$582M
Net Calls Change
-$9.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JGIA
2601
Jackson Grant Investment Advisers
Connecticut
$67.4K
AWM
2602
Abound Wealth Management
Tennessee
$66.6K +$10.5K +33 +20%
CCC
2603
Chelsea Counsel Company
California
$66.4K
NRWA
2604
North Ridge Wealth Advisors
Oregon
$66.4K
SA
2605
SRH Advisors
Kansas
$66.4K
WOSD
2606
WFA of San Diego
California
$63.8K -$30.5K -96 -33%
KG
2607
Kilter Group
New York
$60.8K +$4.77K +15 +9%
RF
2608
Robinswood Financial
Washington
$60.5K
DF
2609
Dunhill Financial
United Kingdom
$59.3K +$318 +1 +0.6%
FMP
2610
Financial Management Professionals
Texas
$59.1K -$636 -2 -1%
IRAG
2611
Investment Research & Advisory Group
Georgia
$58.2K -$954 -3 -2%
FNWA
2612
Financial Network Wealth Advisors
Utah
$57.5K
RWM
2613
Rialto Wealth Management
New York
$57.5K +$1.59K +5 +3%
RTC
2614
Riverview Trust Company
Washington
$56.1K
CWP
2615
Concord Wealth Partners
Virginia
$55.5K
FCG
2616
Financial Connections Group
California
$54K
TCM
2617
Tradewinds Capital Management
Washington
$52.5K
SA
2618
Scarborough Advisors
Maryland
$52.1K +$318 +1 +0.6%
UBP
2619
Union Bancaire Privee
Switzerland
$51.3K
GA
2620
GoalVest Advisory
New York
$50.8K
CWIG
2621
Chung Wu Investment Group
Texas
$50.2K +$11.5K +36 +31%
MSG
2622
Main Street Group
Virginia
$50K
NWMP
2623
Noble Wealth Management PBC
Colorado
$49.8K +$47.7K +150 New
RF
2624
Roxbury Financial
New Jersey
$47.6K
Loomis, Sayles & Company
2625
Loomis, Sayles & Company
Massachusetts
$47.2K +$636 +2 +1%

AXP Hedge Fund Activity: Q3 2025 in Review

2,748 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in American Express (AXP) for Q3 2025, worth a combined $193B — up 1.9% from $190B a quarter earlier.

Buyers outnumbered sellers: 182 funds opened new AXP positions and 104 closed out — a net gain of 78 holders — while 1,018 added to existing stakes and 1,037 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1B. The largest seller was Wellington Management Group, cutting an estimated $611M.

  • 2,748 institutional investors held American Express (AXP) as of Q3 2025, up from 2,709 in Q2 2025.
  • Funds reported $193B of American Express stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 182 funds opened new American Express positions in Q3 2025 and 104 closed out, a net change of +78 holders.
  • The largest American Express buyer in Q3 2025 was JP Morgan Chase, an estimated $1B added.
  • The largest American Express seller in Q3 2025 was Wellington Management Group, an estimated $611M sold.

Based on aggregated 13F filings for Q3 2025.